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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $463,021 | $102,382+352.2% | $147,005+215.0% | $80,874+472.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.35% | 134.89%-120.5pp | 418.76%-404.4pp | 35.62%-21.3pp |
| Employer contribution / active EE | $7,661 | $3,715+106.2% | $4,934+55.3% | $2,756+178.0% |
| Participant deferral / active EE | $12,287 | $6,646+84.9% | $8,070+52.3% | $4,297+186.0% |
| Admin fee / account holder | $22,125 | $7,942+178.6% | $13,006+70.1% | $6,935+219.0% |